Processes

Examples for processes within the SAP system

Thanks to the KPS solution modules, the major processes around the processing and enhancement of event-related data may be mapped, in order to further process them in a document-specific way and to configure processes individually according to SAP objects and company codes.

Invoice processing (FI/MM)

Analogue or digital incoming invoices / credit notes in whatever format are digitized, where applicable, automatically recognized and validated through SAP master data (e.g. using the KPS OCR solution). The document input data in XML (e.g. ZUGFeRD), PDF or any other format are automatically transferred to the SAP Classifier (KPS ERP Connector). The documents are filed via the SAP “ArchiveLink” interface simultaneously with the data transfer to the SAP Classifier. An SAP, FIORI, WEB or Mobile Device interface may be used for the verification, extension and completion of the document data. All documents added are filed during the process and linked to the SAP Object. At the end, the Classifier generates an additional process record, which is also filed and linked.

Sales Order Processing (SO)

Analogue or digital sales orders in whatever format are digitized, where applicable, automatically recognized and validated through SAP master data (e.g. using the KPS OCR solution). The document input data in XML (e.g. ZUGFeRD), PDF or any other format are automatically transferred to the SAP Classifier (KPS ERP Connector). The documents are filed via the SAP “ArchiveLink” interface simultaneously with the data transfer to the SAP Classifier. An SAP, FIORI, WEB or Mobile Device interface may be used for the verification, extension and completion of the document data. All documents added are filed during the process and linked to the SAP Sales Order. At the end, the Classifier generates an additional process record, which is also filed and linked.

Purchase Requisition Processing (PR)

The process provides the recording of procurement requirements on the WEB, the verification and account assignment in SAP or on the WEB and the release in SAP, WEB or Mobile Device. At the end, a MM purchase order may be generated. The process may alternatively also be terminated with the creation of an SAP PR or also without any link to the SAP MM module and the purchase requisition ID integrated into the processing and release process of FI invoices. All documents added are filed during the process and linked to the SAP Purchase Order/PR. At the end, the Classifier generates an additional process record, which is also filed and linked.

Delivery Note Processing (DN)

Analogue or digital delivery notes in whatever format are digitized, where applicable, automatically recognized and validated through SAP master data (e.g. using the KPS OCR solution). The input data of the documents in XML, PDF or any other format are automatically transferred to the SAP Classifier (KPS ERP Connector). The documents are filed via the SAP “ArchiveLink” interface simultaneously with the data transfer to the SAP Classifier. An SAP, FIORI, WEB or Mobile Device interface may be used for the verification, extension and completion of the Goods Receipt data. All documents added are filed during the process and linked to the SAP Material Document. At the end, the Classifier generates an additional process record, which is also filed and linked.

Travel Expense Processing (TE)

Travel Expenses may be processed via the SAP, FIORI, WEB or Mobile Device interface and completed by the author over a preset period. An SAP, FIORI, WEB or Mobile Device interface may be used for the verification, extension and completion of the Travel Expenses. It is possible to transfer the travel expense data either to the SAP HR Module (PR05) or to proceed with direct FI account posting. All documents added are filed during the process and linked to the SAP Travel Expense Object. At the end, the Classifier generates an additional process record, which is also filed and linked.

Goods Return Processing (RT)

A goods return posting in SAP (MIGO – Movement type e.g. 161) will automatically generate a Classifier Return ID in the Classifier, in order to make sure through a work flow process that the supplier provides a credit note and that the credit note is posted accordingly. Various steps may be added to the work flow process, such as the automatic FAX/email sending of a credit note requirement to the supplier, as well as price verifications and automatic credit note posting operations to the supplier account.
All documents added are filed during the process and linked to the SAP Material Document. At the end, the Classifier generates an additional process record, which is also filed and linked.

Business Partner Creation (BP)

A Sub-Work flow may be initiated while processing invoices or sales orders for the creation of new vendors or customers. The process allows entering, checking and releasing the missing master data to an input document. On completion of the business partner creation process, the incoming invoice or sales purchase processing operations, which have been set “on hold” in the meantime, will automatically be upgraded and “reactivated” with the previously entered master data.
All added documents are filed during the process and linked to the SAP Vendor/Customer master dataset. At the end, the Classifier generates an additional process record, which is also filed and linked.